Get Started
Tailor-Made ItinerariesTour & Cruise ItinerariesFIT Package ItinerariesRole Guides
Kaptio AdminSupplier ContractingProduct Design/BuildProduct ContentTraining ManagerData ExpertsDevelopersKaptio Platform Architecture
Architecture OverviewDevelopment GuidelinesFunctional DecompositionPlatform FAQNew to Salesforce?Security & ComplianceManage your EnvironmentsData Import & ExportGlobal Platform Setup
Getting Started with Core ConfigurationManage Global SettingsConfigure ChannelsManaging Users, Roles & AccessUnderstanding Your Sample DataPIM: Supplier Contracting
Managing SuppliersSetup LocationsManaging ServicesConfigure PricesBulk Import Service DataManage InventoryPromotion & Discount SetupPIM: Tour & Package Design
Getting Started with PackagesUnderstanding Departure TypesManage Package PricingSetup Package ContentConfigure Package DefaultingCRM Module
Customizing Kaptio TravelManage Account Record TypesSetup Trip & Itinerary WorkflowManage Salesforce FeaturesCONNECT: Land & Air Connectivity
Getting Started with ConnectivityPNR Import Setup & UsageIntegrating Amadeus Hotel Connectivity Setup & UsageDOCS Module
Getting Started: ContentManaging Content & MediaSetup Document StagesSetup TemplatesBuilding Custom Content ComponentsBulk Import Content DataUsing the Document Starter KitUsing the ATOL Certificate Starter KitPersonalizing DocumentsGenerating DocumentsCustomer Access to DocumentsEmail Setup & UsageAdvanced Sample Email TemplateCRS: Training Guides
Getting Started: TrainingTraining Reservation TeamsTraining Finance TeamsPAY: Payment Gateway Integrations
Getting Started: PaymentsImplementing Braintree/PayPalIntegrating Your Own GatewayData Migration
Guide to Booking MigrationPeripheral Integration Guides
Accounting IntegrationData Warehouse IntegrationWebsite IntegrationCreating custom email templates allows you to maintain brand uniformity while personalizing your messages. You can learn how to create email templates for a channel here.
For an advance sample of a email template, please see code example below.
<messaging:emailTemplate
subject="Your Itinerary Ref: {!relatedTo.KaptioTravel__VersionNumber__c} from {!$Setup.KaptioTravel__AppSettings__c.KaptioTravel__CompanyName__c}"
recipientType="Contact"
relatedToType="KaptioTravel__Itinerary__c">
<messaging:HTMLEmailBody >
<body>
<p>Dear {!relatedTo.KaptioTravel__Name_on_booking__c},</p>
<p>Thank you for taking me through your travel plans. You have a wonderful trip ahead of you.</p>
<p>Your proposed itinerary shows how your ideas could take shape.
Iβve created it uniquely for you to bring together everything we talked about and capture your interests, while keeping your budget in mind.
I explain all the choices Iβve made for you in my introduction at the start of the itinerary.
</p>
<p>To view your itinerary, just click on the link below.</p>
<p>
<ul><li><a href="{!relatedTo.KaptioTravel__LastPublishedUrl__c}">View my itinerary</a></li></ul>
</p>
<p>
The cost for this trip is
<apex:outputText value="{0, number, Β£#,###,##0.00}" rendered="{!relatedTo.currencyIsoCode == 'GBP'}">
<apex:param value="{!relatedTo.KaptioTravel__Amount_Per_Person__c}"/>
</apex:outputText>
<apex:outputText value="{0, number, β¬#,###,##0.00}" rendered="{!relatedTo.currencyIsoCode == 'EUR'}">
<apex:param value="{!relatedTo.KaptioTravel__Amount_Per_Person__c}"/>
</apex:outputText>
<apex:outputText value="{0, number, $#,###,##0.00}" rendered="{!relatedTo.currencyIsoCode == 'USD'}">
<apex:param value="{!relatedTo.KaptioTravel__Amount_Per_Person__c}"/>
</apex:outputText>
<apex:outputText value="{0, number, CAD#,###,##0.00}" rendered="{!relatedTo.currencyIsoCode == 'CAD'}">
<apex:param value="{!relatedTo.KaptioTravel__Amount_Per_Person__c}"/>
</apex:outputText>
per person (excluding any upgrades).
</p>
<p>Iβll remain your consistent point of contact before and during your trip,
to be on hand to answer your questions and make sure everything runs smoothly until the time youβre back home.
</p>
<p>
I hope you enjoy reading through the itinerary, and I look forward to speaking with you again soon.
</p>
<p>
Yours,
{!relatedto.Owner.FirstName} {!relatedto.Owner.LastName}
</p>
</body>
</messaging:HTMLEmailBody>
</messaging:emailTemplate>